Shared Vision Wealth Group LLC Portfolio Holdings

Shared Vision Wealth Group LLC

  • $200 Billion
  • Q2 2025

Shared Vision Wealth Group LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $200 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.9B, Ishares Core S&P 500 ETF with a value of $24.4B, Ishares Core Total Usd Bond Ma with a value of $19.8B, Ishares Msci Usa Quality Facto with a value of $7.19B, and Blackrock ETF Tr U S Equity Fa with a value of $6.82B.

Examining the 13F form we can see an increase of $17.1B in the current position value, from $183B to 200B.

Shared Vision Wealth Group LLC is based out at Carlsbad, X1

Below you can find more details about Shared Vision Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $200 Billion
ETFs: $146 Billion
Technology: $42.7 Billion
Consumer Cyclical: $1.1 Billion
Consumer Defensive: $880 Million
Financial Services: $754 Million
Healthcare: $440 Million
Industrials: $216 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.4 Billion 12.16% of portfolio
38,360
Q2 2025 Reduced 6.42%
$0
$19.8 Billion 9.87% of portfolio
429,713
Q2 2025 Reduced 8.57%
$0
$7.19 Billion 3.59% of portfolio
39,073
Q2 2025 Added 2.38%
$0
$6.82 Billion 3.4% of portfolio
121,760
Q2 2025 Added 0.91%
$0
$6.61 Billion 3.3% of portfolio
104,338
Q2 2025 Added 16.26%
$0
$6.58 Billion 3.29% of portfolio
57,768
Q2 2025 Reduced 4.7%
$0
$6.28 Billion 3.14% of portfolio
67,524
Q2 2025 Added 7.8%
$0
$4.73 Billion 2.36% of portfolio
24,025
Q2 2025 Added 9.44%
$0
$4.57 Billion 2.28% of portfolio
45,494
Q2 2025 Added 31.55%
$0
$3.8 Billion 1.9% of portfolio
12,110
Q2 2025 Added 16.8%
$0
$3.61 Billion 1.8% of portfolio
158,033
Q2 2025 Added 35.03%
$0
$3.48 Billion 1.74% of portfolio
32,366
Q2 2025 Reduced 4.25%
$0
$3.43 Billion 1.71% of portfolio
56,840
Q2 2025 Added 54.59%
$0
$3.2 Billion 1.6% of portfolio
65,770
Q2 2025 Added 3.07%
$0
$3.21 Billion 1.6% of portfolio
5,082
Q2 2025 Reduced 0.63%
$0
$3.09 Billion 1.54% of portfolio
40,283
Q2 2025 Added 104.3%
$0
$2.45 Billion 1.22% of portfolio
54,119
Q2 2025 Added 53.47%
$0
$1.82 Billion 0.91% of portfolio
35,746
Q2 2025 New
$53.5B
$1.6 Billion 0.8% of portfolio
25,754
Q2 2025 Reduced 15.34%
$0
$1.51 Billion 0.76% of portfolio
6,268
Q2 2025 Added 3.31%
$0
$1.5 Billion 0.75% of portfolio
16,134
Q2 2025 Added 2.59%
$0
$1.35 Billion 0.67% of portfolio
9,736
Q2 2025 Reduced 14.35%
$0
$1.34 Billion 0.67% of portfolio
58,040
Q2 2025 Added 0.52%
$0
$1.27 Billion 0.64% of portfolio
12,249
Q2 2025 Added 49.6%
$0
$1.05 Billion 0.52% of portfolio
10,200
Q2 2025 New
$0
$1.01 Billion 0.51% of portfolio
16,125
Q2 2025 Reduced 54.83%
$0
$901 Million 0.45% of portfolio
1,978
Q4 2023 New
$0
$874 Million 0.44% of portfolio
26,536
Q2 2025 Reduced 0.81%
$0
$884 Million 0.44% of portfolio
20,410
Q2 2025 Reduced 27.17%
$0
$834 Million 0.42% of portfolio
2,683
Q4 2023 New
$0
$848 Million 0.42% of portfolio
13,734
Q2 2025 Reduced 3.23%
$0
$804 Million 0.4% of portfolio
9,245
Q2 2025 Reduced 26.09%
$0
$761 Million 0.38% of portfolio
9,065
Q2 2025 Reduced 18.19%
$0
$640 Million 0.32% of portfolio
2,916
Q2 2025 Reduced 8.45%
$0
$606 Million 0.3% of portfolio
6,549
Q2 2025 Reduced 21.44%
$0
$505 Million 0.25% of portfolio
4,578
Q2 2025 Added 9.52%
$0
$499 Million 0.25% of portfolio
4,479
Q2 2025 Reduced 0.24%
$0
$500 Million 0.25% of portfolio
7,290
Q4 2023 New
$0
$454 Million 0.23% of portfolio
1,307
Q2 2025 Added 6.0%
$0
$444 Million 0.22% of portfolio
8,885
Q4 2024 Reduced 6.52%
$0
$419 Million 0.21% of portfolio
18,309
Q2 2025 New
$0
$403 Million 0.2% of portfolio
3,690
Q2 2025 Reduced 27.62%
$0
$401 Million 0.2% of portfolio
3,501
Q2 2025 Added 15.97%
$0
$403 Million 0.2% of portfolio
4,922
Q2 2025 Reduced 0.63%
$0
$403 Million 0.2% of portfolio
693
Q4 2024 Added 2.67%
$0
$376 Million 0.19% of portfolio
1,432
Q4 2023 New
$0
$385 Million 0.19% of portfolio
7,929
Q2 2025 Reduced 17.41%
$0
$363 Million 0.18% of portfolio
2,653
Q4 2023 New
$0
$333 Million 0.17% of portfolio
3,211
Q2 2025 Reduced 3.86%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $200 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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